What departments does MRA Advisory Group have?

MRA Advisory Group has employees across 3 departments including Accounting, Sales, Finance.

What is the largest department at MRA Advisory Group?

The largest department at MRA Advisory Group is Accounting with 1 employees.

Where are MRA Advisory Group employees located globally?

MRA Advisory Group has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has MRA Advisory Group's team size changed over time?

MRA Advisory Group's team has grown from approximately 11 to 14 employees based on available data.

Learn more at LeadIQ.com

MRA Advisory Group Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

MRA Advisory Group is a financial services firm organized as a registered investment advisory (RIA) practice that provides flexible, subscription-based advisory services across financial planning, wealth management, tax planning and preparation, business services, and insurance. Founded in 2012 and now based in Parsippany, New Jersey, the firm emphasizes a fiduciary approach and brings together experienced professionals who collectively offer extensive industry experience to clients at various stages of their financial journey. Since transitioning to a fully independent RIA in 2017, the team has prioritized delivering client-centric financial guidance and integrating technology to support service delivery.

MRA Advisory Group Global Highlights

North America
14

United States Of America
14

South America
1

Brazil
1

MRA Advisory Group's Leadership

D. C.
Director Of Wealth And Tax Services
Mobile Phone
Email
J. V.
Operations And Account Manager
Mobile Phone
Email
J. R.
Client Experience Coordinator
Mobile Phone
Email
J. R.
Managing Partner Private Wealth Advisor
Mobile Phone
Email

MRA Advisory Group Employee Metrics

100%

50%

2026

2025

Banking
Sales
Other

Contact profiles from MRA Advisory Group

Name

Title

Contact

Location

Last Update

D. C.
Director Of Wealth And Tax Services
Mobile Phone
Email
Sep 15, 2026
J. V.
Operations And Account Manager
Mobile Phone
Email
Sep 10, 2026
J. R.
Client Experience Coordinator
Mobile Phone
Email
Sep 05, 2026
J. R.
Managing Partner Private Wealth Advisor
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is MRA Advisory Group known for?

MRA Advisory Group was founded in 2017 and operates in the Financial Services industry. Explore MRA Advisory Group's company overview page for more information.

What is MRA Advisory Group's most common email format?

MRA Advisory Group employees' email format typically follows the pattern of FLast@morrisretirement.com. Trying to find reliable and up-to-date employee contact data? Find more MRA Advisory Group email formats with LeadIQ.

How many employees does MRA Advisory Group have currently?

MRA Advisory Group has approximately 9 employees as of September 2026. These team members are located across 2 continents, including North America and South America.

Who are MRA Advisory Group's key employees and leadership?

As of September 2026, MRA Advisory Group's key employees include:

Director Of Wealth And Tax Services: D. C.
Operations And Account Manager: J. V.
Client Experience Coordinator: J. R.
Managing Partner Private Wealth Advisor: J. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

MRA Advisory Group Employee Directory

Find MRA Advisory Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead